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Honors Awards - Past Honoree's
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The FPA Dallas/Fort Worth has had the privilege of honoring individuals who have shown an extraordinary commitment and who have made significant contributions to the financial planning profession.  Congratulations to our esteemed list of past winners:

 

Honor's Award Honorees: 

 

2018 -  Dennis Moore, MBA, CFP®, Quest Capital Management, Inc.

2017 -  Thomas Murphy, CFP®, AIF®, Murphy & Sylvest

2016 -  Thomas McIntire, CFP®, CLU, CFA, Cadent Capital, LLC

2015 -  Dan Mauck, CFP®, Clintsman Financial Planning

2014 -  Tara Scottino, CFP®, True North Advisors, LLC

2014 -  Patrick Dougherty, CFP®, MBA, Dougherty Wealth Management, LLC

2013 -  Ryan Huey, CFP®, Perryman Financial Advisory, Inc.

2012 -  John Kvale, CFP®, CFA, J.K. Financial, Inc.

2012 -  Dana Pingenot, CFP®, CLU, Lee Financial Corporation

2011 -  Kathleen Muldoon, CFP®, Carter Financial Management

2011 -  Mark McClanahan, CFP®, RGT Wealth Advisors
2010 -  Tom L. Potts, Ph.D., CFP®, Baylor University

2010 -  Barbara Saunders, CFP®
2010 -  Bryan Clintsman, CFP®, Clintsman Financial Planning

2009 -  Trudy Turner, CFP®, CPA, United Capital Financial Advisors, LLC

2008 -  Bill Perryman, CFP®, CPA, Perryman Financial Advisory, Inc.

2007 -  Shashin Shah, CFP®, SFMG Wealth Advisors

2006 -  Michael Busch, CFP, CPA, CEBS, Vogel Financial Advisors, LLC
2005 -  Alan Goldfarb, CFP®, AIF, MBA, Financial Strategies Group
2004 -  Gary Morris, CFP®,  Morris Financial Planning

2003 -  Guy Cumbie, CFP®, CIMA®, RLP®, Cumbie Advisory, Services, Inc.

2003 -  E. Woody Young, CFP®, Quest Capital Management, Inc.
2003 -  Bill Carter, CFP®, CLU, ChFC, Carter Financial Management

 

 

Young Gun Award Honorees: 

Young Gun Awards originated in 2009 and are presented to extraordinary individuals in the financial planning community (age 36 and under) who have made significant contributions.

 

2018 -  Laura Maxfield, CFP®, Lee Financial Corporation

2017 -  Ginnie Baker, MS, CFP®, Beaird Harris Wealth Management

2016 -  Taylor Steele, CFP®, CLU®, AIF®, EA, Cadent Capital, LLC

2015 -  Hannah Moore, CFP®, Guiding Wealth Management
2015 -  J. Tyler Russell, CFP®, Carter Financial Management
2014 -  Jennifer Calvi, CFP®, Quest Capital Management, Inc.

2013 -  Tiffany Garza, CFP®, Quest Capital Management, Inc.
2012 -  Mandy Sessler, CFP®, Clintsman Financial Planning

2011 -  Dennis Moore, CFP®, MBA, Quest Capital Management, Inc.

2010 -  Tiffany Finney-Johnson, CFP®, New Dimensions Wealth Management
2009 -  Victor Garza, CFP®

 

 

FPA Chairman Award Honorees:

Past Chairman's Award winners ARE eligible to be nominated for future Honors Awards and Young Guns Awards.

 

2018 -  Kathy Muldoon, CFP®, Carter Financial Management

2017 -  Nathan Harness, Ph.D., Director of Financial Planning at Texas A&M University

2016 -  E. Woody Young, CFP®, Quest Capital Management, Inc.

2015 -  Dr. Bill Gustafson, Director of Personal Financial Planning at Texas Tech University
2014 -  Guy Cumbie, CFP®, CIMA®, RLP®, Cumbie Advisory, Services, Inc.

2013 -  Dr. Jared Pickens, CFP®, CRC, AFC - Texas A&M Commerce

2012 -  Tara Scottino, CFP®, True North Advisors, LLC

2011 -  Shashin G. Shah, CFP®, CFA, SFMG Wealth Advisors

2011 -  Gary Morris, CFP®, Morris Financial Planning

2010 -  Cliff Layfield, CIC, ARM, Signature Select, LLC

2009 -  Melisa Hall, FPA DFW & FPA Houston

2008 -  Ryan Huey, CFP, Perryman Financial Advisory

2008 -  Caleb Brown, CFP®, MBA - New Planner Recruiting

2007 -  Dr. Bill Gustafson, Director of Personal Financial Planning at Texas Tech University

2006 -  Courtney Nickles - Texas Jump$tart

2005 -  David Diesslin, CFP®, MBA, Diesslin Group, Inc.

2004 -  Sharon Luker, CFP®, CLTC, LTC Planning Consultants

2003 -  Pamela Yip, Dallas Morning News

 

 

 

FPA Pro Bono Award Honorees:

This award which began in 2018 is selected and presented by the FPA DFW Pro Bono Director.  Past Pro Bono Volunteer of the Year Award winners ARE eligible to be nominated for future Honors Awards and Young Guns Awards.

 

2018 -  Robert Wesley Shannon, CFP®,SJK Financial Planning, LLC

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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